Mortgage Centric CRM
Better Systems, Better Support, More Business.
  • In-Process Milestone Emails
  • Marketing Automation
  • Custom Marketing Outlets
  • Co-Marketed Single Property Sites
  • Available in English and Spanish
Cloud-Based Services
Stay Connected. Anywhere, Any Device.
  • Industry-leading LO Software (Encompass) fully-integrated with Mobile Application and CRM
  • Mobile Application equipped with Secure Document Upload (more info below)
  • Share and collaborate with other NFM Loan Officers through our secure, internal social network, Yammer
  • Web access to all guidelines, training, job aids, etc through our intranet InSite
SMS/Texting Platform
Synonymous with CRM Loan Milestone Updates
  • Referral Partners & Borrowers will automatically receive customizable updates throughout the entire loan process
  • Updates can be sent to borrowers, agents, agent coordinators, and Loan Officers
  • Available in English and Spanish
Secure Document Upload
NFM Provides a Secure, Easy-to-Use System to Upload Documents.
  • The borrower has the ability to upload documents from any browser or device, including mobile!
  • Fully-integrated with Encompass
  • Requires only a Borrower's loan number
Realtor & Builder Pipelines
Keep Realtor & Builder Partners Up-to-Date with 24/7 Access.
  • Request and receive customized pre-approval letters on demand
  • Real-time access to full contact information and loan details
  • Payment calculator pre-filled with client's actual loan terms to aid in upselling features
5-Star Review Automation
Helping Build Your Online Reputation and SEO.
  • Automated surveys sent out to Borrowers on your behalf at the time of closing
  • All 5-star reviews are automatically posted to Loan Officer Website and social profiles
  • Helps ensure customer satisfaction and increase revenue